Who is this article for?

Administrators responsible for managing Interested Parties.

Interested Parties Admin group membership is needed.

As Interested Parties can include any business, organisation or group that you interact with it is important to keep them categorised to make managing them easier. There is no right or wrong way to categorise an interested party and the right approach is the one that fits your organisation best.

This article is split into the following sections:

1. Create a New Category
2. Delete a Category
3. Assign a Category to an Interested Party
4. Further Reading

1. Create a New Category

1. Log in to Ideagen Home.
2. Launch the Interested Parties module.
3. Click Interested Parties, and then Interested Party Categories.

4. Click the New Category button.
5. Enter the Name and Description.
6. Click Save.

2. Delete a Category

1. Click Interested Parties, and then Interested Party Categories.

2. Open the category record you need to delete.
3. Click on the Ellipsis button and then click Delete.

4. Confirm the deletion by clicking Delete.

3. Assign a Category to an Interested Party

1. Open your Interested Party record.
2. Open the Categories tab.
3. Search for your required category.
4. Click Add Category.

5. Repeat this process for as many categories as needed.

4. Further Reading

• How to Create a New Interested Party
• How to Manage Interested Party Types